How to add Notes in the Objectives?

Category: OKRs

Profit.co provides an option to add Notes in the Objectives.

Why this Feature?

This feature helps you to add additional information to your objectives as Notes. You can add instructions, comments, target date, review date, etc as notes. These notes will help the employee in scheduling and executing their objectives.

Step 1

Hover the mouse over the objective name to which you want to add Notes and click on the Notes Icon.

notes_icon

Step 2

Click on the plus_symbol symbol, to add the Notes.

notes

Step 3

After adding the Note, click Create.

create

The notes which you create will be added to the objective.

objective

Note: In the Notes, we can add the Hashtag Conversations and tag employees here.

Step 4

Also, we can add private notes in Objectives.

Navigate to Settings → Notes → Security in the left navigation bar.

security

Enable the toggles for enabling the private notes and sync notes in the assigned key results.

Note: Only Super Users can enable the Private Notes.

private_notes

Hover your cursor on the Objective and click on Notes.

notes_tab

Click on the profile icon and select the users to whom you want to make the notes visible.

profile_icon

After selecting the users, let’s create a Note.

creating_new_note

The private note will be visible only to the assigned user and the owner of the Objective.

private_notes

Related Blog Posts:

To know more about How to create notes for a key result, click here.

To know more about What are weekly check-ins in OKR, click here.

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